References to Facts and Events Outside Will

Question 1

Incorporation By Reference Doctrine

Answer 1

Extrinsic document, not present when will was executed can be incorporated by reference into will IF: in existence when will was executed, will shows intent to incorporate and will describes writing sufficiently for identification.

Question 2

UPC Incorporation By Reference Doctrine

Answer 2

Will may refer to written statement or list that disposes Tangible Personal Property (other than money and intagibles)

Must be signed by testator, describe property, may be written before or after will.

Question 3

Acts of Independent Significance

Answer 3

Lifetime Act with Lifetime Purpose or Motive